The Future of Closings - How
E-Closings Can Lead The Way
Wednesday, April 5th
10:30 am - 11:30 am
This session will open eyes to the new fintech angle of how to close your loans. The use of E-Closing as a way to save time, money and help with your flow of the closing process. Technology has changed our business and this is another way to use technology to have some competitive advantages in the mortgage segment of closing loans.
Relationship Growth Manager
Blair has been with Commerce for more than five years and has more than 25 years of experience in the residential lending industry. His strong connections with industry and community leaders throughout the Midwest empowers him to develop key strategic connections. In his new role, Blair will build relationships and cultivate leads with key referrals and will transfer customers to Commerce Bank’s mortgage originators to manage the homebuying journey.
“My objective is to add value to the strong relationships we already have with our customers and attract new customers to Commerce Bank,” said Blair. "I look forward to providing value to businesses to help them develop or expand relocation programs for new employees and to establish customized residential lending solutions. The opportunities are limitless and now is the best time to provide this type of service while the housing market is hot.”
In addition to providing value to our existing customers, Blair is cultivating relationships with Realtor® groups, home builders and developers, and other industry participants that would benefit from access to the broad product set and excellent service Commerce Bank Mortgage provides.
Manager of eClose Adoption Services
SimpleNexus, an nCino Company
Kimberly works hand in hand with independent mortgage bankers and financial institutions to ensure their transition to hybrid and fully digital loan closings is a success. She has nearly twenty years of experience in mortgage banking, having begun her career in the mortgage division of Bank of America in 2003. After the housing crisis, she joined the loan origination team at PrimeLending, where her mastery of internal applications and vendor solutions saw her advance to the role of technology product analyst. Most recently, Kimberly spent six years as vice president and director of information technology at Highlands Residential Mortgage.
Key Account Director
Stephen Huang is a Key Account Director for Meridianlink. He specializes in mortgage with 20 years of experience. Stephen advise his clients on all aspects of their mortgage needs specifically in evaluating how tech streamlines mortgage processes. Prior to Meridianlink, Stephen managed mortgage technology, annual vendor due diligence and SOX audits for a bank in the southeast handling 4-5 billion in originations a year. After leaving the lender side, Stephen earned a Rookie of the Year award in 2020 and was a Diamond Club member in 2021. In his free time, he is active in Atlanta mortgage associations and studies the art of turning one putts into three putts when time permits.
President & CEO
Dan has worked in eClosing for 10-plus years guiding lenders through their digital changeover. He works closely with lenders to understand where they are in their journey and helps them prepare for a successfully digital transformation. The process involves assistance with MERS eRegistry setup, meeting with all lender’s counterparties, as well as equipping his lender customer with knowledge and ‘best practices” of how to move from a traditional paper based process to eClosing (all types). Over the last 10 years, Dan has worked with over 120 lenders interested in making the jump to e.
Previously, Dan was COO and managed all sales at Pavaso, an eClosing provider. Dan has over 30 years of experience in software consulting helping customers in change management, project management and with adoption, both internally and externally, of their new software.
Dan specializes in determining "eReddiness” of mortgage originators and focuses on putting lenders and their team in position to succeed in the journey to e.